BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$77.7M
3 +$60.5M
4
AMZN icon
Amazon
AMZN
+$59.1M
5
META icon
Meta Platforms (Facebook)
META
+$49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.71%
2 Financials 7.13%
3 Consumer Discretionary 6.03%
4 Communication Services 5.83%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DKNG icon
601
DraftKings
DKNG
$14.8B
$393K 0.02%
+9,167
AOD
602
abrdn Total Dynamic Dividend Fund
AOD
$994M
$389K 0.02%
+43,907
SFNC icon
603
Simmons First National
SFNC
$2.58B
$389K 0.02%
+20,496
AIRR icon
604
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.37B
$385K 0.02%
+4,734
HCA icon
605
HCA Healthcare
HCA
$108B
$383K 0.02%
+1,001
XMAR icon
606
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$174M
$383K 0.02%
+10,000
JKHY icon
607
Jack Henry & Associates
JKHY
$12B
$382K 0.02%
+2,119
MWA icon
608
Mueller Water Products
MWA
$3.61B
$381K 0.02%
+15,828
SBLK icon
609
Star Bulk Carriers
SBLK
$2.18B
$380K 0.02%
+22,042
NDAQ icon
610
Nasdaq
NDAQ
$49.9B
$380K 0.02%
+4,249
DURA icon
611
VanEck Durable High Dividend ETF
DURA
$50.9M
$380K 0.02%
+11,635
SONY icon
612
Sony
SONY
$176B
$379K 0.02%
+14,560
VTWO icon
613
Vanguard Russell 2000 ETF
VTWO
$12.5B
$379K 0.02%
+4,343
DG icon
614
Dollar General
DG
$22.9B
$378K 0.02%
+3,305
BST icon
615
BlackRock Science and Technology Trust
BST
$1.4B
$375K 0.02%
+9,834
FAST icon
616
Fastenal
FAST
$46.8B
$374K 0.02%
+8,905
XEL icon
617
Xcel Energy
XEL
$47.4B
$374K 0.02%
+5,485
ORLY icon
618
O'Reilly Automotive
ORLY
$83B
$373K 0.02%
+4,139
WMB icon
619
Williams Companies
WMB
$72.8B
$373K 0.02%
+5,936
ETV
620
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.68B
$372K 0.02%
+26,825
IDU icon
621
iShares US Utilities ETF
IDU
$1.64B
$372K 0.02%
+3,557
ITT icon
622
ITT
ITT
$14.4B
$372K 0.02%
+2,371
AKAM icon
623
Akamai
AKAM
$12.8B
$370K 0.02%
+4,639
DNL icon
624
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$507M
$370K 0.02%
+9,182
OTIS icon
625
Otis Worldwide
OTIS
$35.3B
$369K 0.02%
+3,730